FHC
First Heartland Consultants Portfolio holdings
AUM
$1.12B
1-Year Return
13.5%
This Quarter Return
+5.7%
1 Year Return
+13.5%
3 Year Return
+40.58%
5 Year Return
+63.75%
10 Year Return
+138.48%
AUM
$930M
AUM Growth
+$929M
(+64,804%)
Cap. Flow
-$85.2M
Cap. Flow
% of AUM
-9.16%
Top 10 Holdings %
Top 10 Hldgs %
28.3%
Holding
496
New
51
Increased
175
Reduced
205
Closed
43
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$10.7M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$10.6M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$8.41M |
| 4 |
Invesco QQQ Trust
QQQ
|
$7.23M |
| 5 |
SPDR S&P Emerging Markets Dividend ETF
EDIV
|
$5.08M |
Top Sells
Sector Composition
| 1 | Technology | 4.87% |
| 2 | Consumer Discretionary | 2.36% |
| 3 | Financials | 1.76% |
| 4 | Communication Services | 1.24% |
| 5 | Healthcare | 1.18% |
